Q: Please rate these companies from best to worse. Are there any that you would add to? Are any outright sells?

Q: Good morning 5i team, MKSI seems well positioned to participate in our world of Internet of Things, AI and miniaturization, with chips in high demand. The Atotech acquisition added significant debt just as rates started rising. MKSI has disappointed and is down significantly. Geopolitics and a cyber attack don't help. I would appreciate your assessment of management and the company's prospects. Would you recommend selling it to generate a tax loss? Thank you. Edward

Q: What is your latest assessment of MKSI? Good prospects going forward? Undervalued? Better use of funds elsewhere?

Thank you.